Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,318 | $185,312-75.0% | $161,489-71.3% | $154,746-70.1% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.7%-38.7pp | 80.7%-40.7pp |
| Annual return | 17.99% | 103.84%-85.9pp | 89.72%-71.7pp | 172.34%-154.3pp |
| Employer contribution / active EE | $684 | $4,769-85.7% | $4,268-84.0% | $4,379-84.4% |
| Participant deferral / active EE | $6,853 | $6,350+7.9% | $5,630+21.7% | $6,730+1.8% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |